Archived
Im the beneficiary of a special needs trust. What I want to know is can I continue to live in the house that i am now living in?
David's answer
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Answered on December 03, 2017
With an SNT the trustee determines what to spend the money on and how much to spend and the method by which it gets spent. So... if your home is a...
Is a mentally ill person automatically a dependent adult?
David's answer
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Answered on December 03, 2017
Not sure what the law is in California, but as a general rule, it is extremely ill-advised to take words from one law and apply them to another....
Archived
I'm I'm behind one month's rent and I old next month's rent on landlord and wanted me out for 3 months ago and I'm not sure wha?
David's answer
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Answered on December 03, 2017
You need to have a conversation with your social services caseworker. There are programs available for folks in your situation, but you have to...
Archived
My mom lived with in her childhood home and took care of my grandfather and grandmother passed away she took care of the home. ?
David's answer
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Answered on December 03, 2017
Just more proof that there is no substitute for planning... Who knows what grandma wanted? No one. Maybe she wanted your mom to get the house; that...
Archived
Can a grandparent claim both grandchildren on taxes without gaurdianship or consent from father?
David's answer
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Answered on December 03, 2017
Depends on who can prove that they were providing the support. Because you need the kid's social security number to claim the deduction, if more...
Archived
What legal coarse of action can I take to remove my brother from my grandparents home?
David's answer
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Answered on December 03, 2017
Conservatorship over an individual is not limited to situations where the person is mentally incompetent, but where assets would be lost/endangered...
Archived
How can I best protect my sibling's financial assets - in an upcoming Medicaid situation?
David's answer
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Answered on November 26, 2017
1. I have experience acting as a guardian, conservator, etc., am familiar with Miller's Trust.
That makes it easier!
2. My (retired) 66 year old...
What the difference between Executor& a trustee of a will?i was both.now executor taken& given to neice am I still trustee?
David's answer
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Answered on November 26, 2017
The executor (personal representative) deals with the will, marshaling the assets, paying the claims, and distributing the proceeds.
The trustee...
Archived
I am a trustee for moms revocable trust. She is the Granto and trustee also. What kind of legal problems am I facing
David's answer
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Answered on November 26, 2017
Gosh, this fact pattern sounds familiar!
If you're the trustee, you have to get fair market value for the sale or rent of the assets in the trust....
Archived
?Mom has stage 4 demensia. Can she make financial decisions and changes regarding the trust?
David's answer
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Answered on November 26, 2017
Don't know what Stage 4 dementia is... how many stages altogether... 4? 24? The key is whether mom is competent to make her own decisions and the...
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